Muilenburg’s opportunity with Boeing unions

Sept. 23, 2015, © Leeham Co. The plan to open a 737 Completion Center in China is an opportunity for Boeing Commercial Airplanes (BCA). It’s also an opportunity for Dennis Muilenburg, who was named chief executive officer of… Read More

Chinese 737 Completion Center makes tactical, strategic sense

Sept. 22, 2015, © Leeham Co. The expected announcement by Boeing and Chinese President Xi during his state visit to Seattle this week that Boeing will develop a Completion Center for the 737 in China is a significant… Read More

Mid-Year pause: warning signs for Airbus and Boeing?

Subscription required. Introduction July 9, 2015, © Leeham Co. At the half way point of 2015, there are a number of signs emerging that require some interpretation. Some are signs of caution. Others are Go Slow. Summary China’s… Read More

Asian airline market: overheated, balanced or just some spot troubles?

The Zhuhai Air Show, underway this week, comes against the backdrop of rising concerns–and large orders announced in recent weeks–of an over-ordered Asian market. We’ve expressed concern about the large number of orders at Lion Air and AirAsia… Read More

Odds and Ends: CSeries timeline; KC-46A roll-out; China’s new airplane

CSeries timeline: Bombardier last week announced a third delay in the CSeries program, this time for as much as a year. This probably should have been expected. BBD originally planned a five year period between program launch and… Read More

China’s closed airspace hasn’t changed much in 20 years

China’s military continues to so control–and close airspace–in China that delays are rampant, this AP story reports. We’re reminded on the era when we were doing business in China, going there nine times in a 4 1/2 year… Read More

EU caves on ETS, for now–but says it didn’t really cave

The European Union caved in on implementing the carbon trading scheme known as ETS that would have taxed international airlines flying into Europe. The EU claimed it didn’t really cave to international pressure (Financial Times, free registration required)… Read More

Odds and Ends: China’s Wings; B-17; Airbus Market Forecast

We just finished a book about China National Aviation Corp. (CNAC). It’s a long book, 498 pages. it’s meticulously footnoted. The Bibliography is 100 of the 498 pages. We found the book a bit tedious for all the… Read More

US questions China aviation subsidies

Here is a story we wrote for Commercial Aviation Online October 26: The US Trade Representative (USTR) has filed a series of questions with the World Trade Organization (WTO) over national, multi-industry state subsidies in China, including the development… Read More

The Coming Aerospace Squeeze: Emerging Competitors

AirInsight has released a report entitled “The Coming Aerospace Squeeze – a review of commercial aircraft programs in Brazil, Canada, China, Japan and Russia.”  This report summarizes current and planned aircraft programs in each of these countries and… Read More